China market update: Global semiconductor stocks in depth

So much for the quiet pre-holiday trading session as Asian equities were mixed though Australia was closed for Australia Day, Indonesia was closed for Al Isra’ wal-Mi’raj, South Korea was closed for the Korean New Year, and Taiwan was closed for Chinese New Year.

Listing devices and generation games in Hong Kong and Hong Kong, in specific semiconductors, were not immune to the Deepseek have an effect on the global ecosystem of AI. The International Society of Hong Kong semiconductors fell into -7. 63%. Meanwhile, indexed communication on a continent and brands of electronic parts have barely affected.

DeepSeek AI highlights the concentration risk of the S&P 500 and global overweight to U.S. stocks globally. Does diversification make a comeback in 2025? We shall see! Mainland investors may have been more apt to hit sell today as it was the last trading day until next Wednesday. The ETFs favored by China’s “National Team,” i.e. investment firms associated with sovereign wealth, had above-average volumes, though they were unable to offset the selling as investors pocketed some vacation cash.

Yicai pointed out that the new subsidy from the electronics industry had led to 10. 8 million smartphones and smartwatch purchases in the first 4 days!Amazing!

The Chinese Securities Regulatory Commission, the Chinese Dry, published the “Action Plan to announce the high quality investment progression index in the capital market”, although the publication has obviously had no effect on the market.

Hong Kong-listed internet stocks were largely higher led by Tencent, which gained +1.29%, Alibaba, which gained +2.95%, Meituan, which fell-0.20%, Kuaishou, which gained +3.82%, JD.com, which gained +1.03%, Baidu, which gained +3.92%, and Trip.com. which gained +1.75%. Mainland investors bought a very healthy net $1.17 billion worth of Hong Kong-listed stocks and ETFs on Monday.

The “official” “official” PMI in January 49. 1 opposed a 50. 1 planned 50. 1 and November, while PMI 50. 2 non -manufacturing opposed the hopes of 52. 2 and 52. 2. 2 of November. I did not present an estimate, but, if the value was carried out, how do you not expect the fall of December PMI?

Hong Kong is open, but Continental China is closed.

It is attractive to compete the movements and term contracts of American agriculture. Last Tuesday, I saw that China General Management of Customs stopped soybeans of five Brazilian corporations due to the “plant aptitude requirements. ” I wonder if the United States and China have more detail in an advertising agreement, such as agricultural purchases in the United States, as well as Boeing airplanes, are the apparent spaces where China can build US imports?

Hang Seng and Hang Seng Seng Tech won + 0. 66% and + 0. 64%, respectively, in volume -7. 81% compared to Friday, or 108% of the average to 1 year. 368 actions have complexes, while 125 actions decreased. The billing of the main card greater than + 4. 25% compared to Friday, or 108% of the average to 1 year, because 15% of the billing is a short turnover (the short business of the figure in Hong Kong includes the Short volume of ETF, which is motivated through the ETF policy of market manufacturers). The expansion and small tapas have exceeded the price and giant roofs. The maximum effective sectors were public services, which won + 1. 65%, genuine heritage, which won + 1. 65%, and the discretion of customers, which won + 1. 55%. Meanwhile, the least effective sector data technology, which fell through -0. 27%. The maximum effective subsectors were the media, goods and sustainable paper and packaging. Meanwhile, the semiconductors, the electrical apparatus and the technological apparatus were among the least effective subsectors. The connection volumes of the joint stake in the southern direction were 1. 5 times the levels prior to the stimulus, because investors in the continent bought a network of $ 1. 17 billion in shares and Hong Kong, adding the ETF of Hong Kong tracker , a great net purchase, Tencent, a moderate net purchase, ZTE, Xiaomi, Meituan and Alibaba. Meanwhile, SMIC and KingSoft Cloud were sales of small networks.

Shanghai, Shenzhen and the Star Council fell -0. 06%, -1. 30% and -2. 03%, respectively, in the volume that decreased to -8. 61% compared to Friday, or 102% of the average to 1 year. 1,790 higher inventories, while 3,189 inventories have decreased. The price and giant ceilings have dropped less than the expansion and small tapas. The maximum effective sectors were public services, which earned + 1. 77%, energy, which won + 1. 05%and materials, which earned + 0. 77%. Meanwhile, the least effective sectors were data technologies, which fell from -2. 94%, genuine heritage, which fell through -1. 46%and industrialists, which fell by -0Atray 73%. The maximum effective subsectors were motorcycles, ports and electrical appliances. Meanwhile, the communication apparatus, electronic parts and electric power production between less effective subsectors. The northern inventory connection volumes were just above the average. CNY and the Asian dollar index showed small losses compared to the US dollar. Treasury ties have recovered. Copper and pink steel.

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